resources-seminars-brian-sagrestano

(Currently on leave-of-absence)

Brian Sagrestano has presented hundreds of programs for thousands of prospects, advisors and advancement professionals — including all of the major professional fundraising membership organizations, as well as gift planning councils and estate planning councils — on a wide range of gift-planning topics.

Some of these topics include:

For Fundraisers

Asking the Right Questions: How to Have the Gift Planning Discussion
Get Your Board on Board: Writing the Case for Gift Planning
Putting Your Gift Policies in Order
Understanding Donor-Centered Philanthropic Planning
Gifts of Complex Assets
Writing your Donor-Centered Gift Planning Marketing Plan
Impact of Changing Generational Cohorts on Individual Giving
Obtaining and Conducting Donor Visits
Gift Planning Essentials: Starting a Donor-Centered Gift Planning Program
Increasing Income in Retirement
How to Ask for Bequests

For Donors

Developing a Personal Philanthropic Plan
5 Questions You Should Ask Before Seeing Your Estate Planner
Why You Need a Will

For more information on having Brian speak to your group, please contact us.

Legacy Giving in a Box

Includes

For Fundraisers

For Donors

PlannedGiving.Com

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